Purchases and Sales Made in Q2 2025 in Stifel Financial Corp (SF)
This table provides information about the institutional ownership of Stifel Financial Corp (SF) during Q2 2025. The information is specifically focused on institutions that hold shares of STIFEL FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
191+ 3.32% |
$14.6K - $19.8K
|
5.95K
$673K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
189+ 0.15% |
$14.5K - $19.6K
|
127K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
172+ 6.05% |
$13.2K - $17.9K
|
3.02K
$342K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
162+ 2.21% |
$12.4K - $16.8K
|
7.48K
$848K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
162+ 0.18% |
$12.4K - $16.8K
|
91.8K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
160+ 2.01% |
$12.2K - $16.6K
|
8.14K
$922K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
147+ 43.62% |
$11.2K - $15.3K
|
484
$54.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
140+ 0.18% |
$10.7K - $14.5K
|
77.5K
$8.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135+ 40.79% |
$10.3K - $14K
|
466
$52.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
124New |
$9.48K - $12.9K
|
124
$14K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
108+ 2.72% |
$8.26K - $11.2K
|
4.09K
$463K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
108+ 1.48% |
$8.26K - $11.2K
|
7.41K
$839K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 1.29% |
$7.65K - $10.4K
|
7.84K
$888K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
100+ 1.05% |
$7.65K - $10.4K
|
9.64K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
95+ 0.59% |
$7.27K - $9.86K
|
16.1K
$1.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
88+ 17.92% |
$6.73K - $9.13K
|
579
$65.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
86+ 1.1% |
$6.58K - $8.93K
|
7.92K
$897K
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
76+ 1.13% |
$5.81K - $7.89K
|
6.83K
$773K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
76New |
$5.81K - $7.89K
|
76
$8.61K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
74+ 2.24% |
$5.66K - $7.68K
|
3.38K
$383K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
72+ 1.11% |
$5.51K - $7.47K
|
6.55K
$742K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
65+ 2.75% |
$4.97K - $6.75K
|
2.43K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
65+ 25.79% |
$4.97K - $6.75K
|
317
$35.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
65+ 0.05% |
$4.97K - $6.75K
|
142K
$16.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
58+ 5.74% |
$4.44K - $6.02K
|
1.07K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
54+ 0.12% |
$4.13K - $5.6K
|
45.7K
$5.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
51+ 1.32% |
$3.9K - $5.29K
|
3.91K
$443K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
51New |
$3.9K - $5.29K
|
51
$5.78K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
48+ 0.1% |
$3.67K - $4.98K
|
46.8K
$5.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
47New |
$3.6K - $4.88K
|
47
$5.32K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
47+ 1.06% |
$3.6K - $4.88K
|
4.48K
$507K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
43+ 195.45% |
$3.29K - $4.46K
|
65
$7.36K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
42New |
$3.21K - $4.36K
|
42
$4.76K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
35+ 1.44% |
$2.68K - $3.63K
|
2.46K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33+ 0.67% |
$2.52K - $3.42K
|
4.93K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
31+ 0.03% |
$2.37K - $3.22K
|
94.7K
$10.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
22+ 0.24% |
$1.68K - $2.28K
|
9.38K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
22+ 7.91% |
$1.68K - $2.28K
|
300
$34K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
20New |
$1.53K - $2.08K
|
20
$2.27K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
18+ 0.31% |
$1.38K - $1.87K
|
5.77K
$654K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17New |
$1.3K - $1.76K
|
17
$1.93K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16+ 160.0% |
$1.22K - $1.66K
|
26
$2.94K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 10.88% |
$1.22K - $1.66K
|
163
$18.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
15New |
$1.15K - $1.56K
|
15
$1.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 29.55% |
$994 - $1.35K
|
57
$6.46K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11New |
$841 - $1.14K
|
11
$1.25K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11New |
$841 - $1.14K
|
11
$1.25K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$765 - $1.04K
|
10
$1.13K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10New |
$765 - $1.04K
|
10
$1.13K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
10New |
$765 - $1.04K
|
10
$1.13K
|